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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,459 | $167,353-74.0% | $143,797-69.8% | $134,545-67.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.47% | 0.48%-13.9pp | -0.04%-13.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $1,536 | $5,620-72.7% | $4,952-69.0% | $4,742-67.6% |
| Participant deferral / active EE | $6,566 | $6,447+1.8% | $5,638+16.4% | $6,401+2.6% |
| Admin fee / account holder | $207 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |